Loading
Set Up and Maintain Retail Execution
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Deploy Analytics for Consumer Goods

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Retail Execution

            Deploy Analytics for Consumer Goods

            Before you create an app from the Analytics for Consumer Goods template and use the dashboards, deploy Analytics for Consumer Goods in your Salesforce org.

            Required Editions

            Available in Enterprise, Performance, and Unlimited editions where Consumer Goods Cloud is enabled.
            Tip
            Tip Follow the steps in the order shown to deploy Analytics for Consumer Goods. If you haven’t used CRM Analytics before, learn about it from Salesforce Help.
            1. Enable CRM Analytics
              Before you create an app from the Analytics for Consumer Goods template, enable CRM Analytics in your Salesforce org.
            2. Assign Analytics for Consumer Goods Administrator Permissions
              Enable admins to create and manage the Analytics for Consumer Goods app by assigning the relevant permissions.
            3. Assign Analytics for Consumer Goods User Permissions
              Enable users to view the Analytics for Consumer Goods app by assigning the relevant permissions.
            4. Data Requirements to Create the Analytics for Consumer Goods App
              Data in your org has to meet specific requirements before you can create Analytics for Consumer Goods.
            5. Set Field-Level Security to Enable Creation of the Analytics for Consumer Goods App
              Before you create the Analytics for Consumer Goods app, make sure that the Analytics Cloud Integration User profile has access to all fields in the app.
            6. Create and Share an App from the Analytics for Consumer Goods Template
              Create an app from the Analytics for Consumer Goods template, and share it with users in your org.
            7. Schedule the Dataflow for the App
              The app creation process includes dataflows that import the latest data to CRM Analytics. Schedule the app to refresh every day to ensure that your app uses up-to-date data. The app refresh ensures that the dataflows run in correct order.
            8. Understand Analytics for Consumer Goods Limitations
              The Analytics for Consumer Goods app gives you access to most CRM Analytics capabilities and features, but with limitations.
            9. Embed Analytics for Consumer Goods Dashboards in Lightning Pages
              The Analytics for Consumer Goods app includes dashboards you can embed and access in Lightning Experience pages.
             
            Loading
            Salesforce Help | Article